Be Wary of Variable Annuities
Investors who have annuity contracts with capital gains are in a sweet spot to take advantage of a 1035 exchange. We explain in today’s Marietta Daily Journal. Read the Article
Saving Tax-Exempt Retirement Funds with Roth 401(k) Contributions
In today’s Marietta Daily Journal, Bil Lako, CFP® highlights the benefits of Roth 401(k) contributions. Read the Article
The Atlanta Journal Constitution Names Henssler Financial A Winner of the Atlanta Metro Area 2016 Top Workplaces Award
Henssler Financial named to the Atlanta Journal Constitution’s 2016 Top Workplaces list.
It’s Time to Stretch—Not Your Muscles, but Your IRA
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how long your IRA can last with different beneficiaries. Read the Article
As a Non Spouse Beneficiary of an IRA, You have Several Options
If withdrawals are not taken from an inherited IRA in a timely manner, the funds could be subject to a 50% penalty tax. We explain in today’s Marietta Daily Journal. Read the Article
Accessing Retirement Funds Using Substantially Equal Periodic Payments
In today’s Marietta Daily Journal, Bil Lako, CFP®, explores accessing retirement funds through substantially equal periodic payments. Read the Article
Georgia Department of Revenue gets ‘Spoofed’
Tax season brings many things: shoeboxes of receipts, checkbooks, refunds, and unfortunately scammers and identity thieves. It’s not just the phony IRS emails either. This year the Georgia Department of Revenue has been flooded with phone calls regarding calls they didn’t make to many taxpayers. This article from the Atlanta Business Chronicle explains the latest…
Making the Most of Pension Plan Benefits
In today’s Marietta Daily Journal: How you take your pension benefit affects how much you’ll receive in the long term. Read the Article
In the News: Home-Based Businesses May Need More Protection than a Homeowners Policy Provides
In today’s Marietta Daily Journal, Bil Lako, CFP®, highlights options for insuring your home business. Read the Article
In the News: To Pay or Not to Pay: Salary vs. Distributions for S Corps Owners
In today’s Marietta Daily Journal, Bil Lako, CFP®, highlights salaries and dividends for S Corp owners. Read the Article